Once you decide you'd like to work with us, we want you to be able to focus entirely on meeting with clients and talking with them about these exciting changes you've chosen to incorporate into your business.
Therefore, we will handle all relevant client transfer paperwork as well as get your client households set up in our non—proprietary systems. We'll guide you along your plan/timeframe based simply on how quickly you'd like to meet with your clients. To get started on designing the best timeline for you, we'll start with these questions...
Your dedicated FocusPoint transition and back office team will handle all new account setup as well as transfer of cost basis information as applicable. We will also handle all trading on accounts to set them to your models.
We will get you set up with the custodian you choose, then help you to understand both the necessary preliminary/setup steps as well as what to expect from them on an ongoing basis. We'll also pre—populate all relevant client account paperwork throughout your transition process
>> One Advisor's Experience
“FocusPoint’s systems will allow me to grow to about 125 relationships or $35-40 million without needing to add staff.”
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